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Portfolio (Quarterly) Guide ↗

Arkadios Wealth Advisors

· CIK 0001800798
13F Portfolio $6.6B AUM 3,515 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 209 New 693 Added 692 Reduced 138 Exited
Page 35 of 35  ·  693 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 JBLU JETBLUE AIRWAYS CORP COM Industrials 20,628.0 $118K 0.00% +628.0 +3.1% $5.73 -11.3%
682 ARCO ARCOS DORADOS HLDGS INC SHS CLASS -A - Consumer Cyclical 12,231.0 $99K 0.00% +566.0 +4.8% $8.06 -4.2%
683 PTEN PATTERSON-UTI ENERGY INC COM Energy 10,647.0 $98K 0.00% +334.0 +3.2% $9.18 +31.6%
684 BRSP BRIGHTSPIRE CAPITAL INC COM CL A Real Estate 15,758.0 $86K 0.00% +6K +54.2% $5.45 -10.9%
685 TMC TMC THE METALS COMPANY INC COM Basic Materials 17,402.0 $77K 0.00% +3K +23.7% $4.43 -9.7%
686 SYM CALL SYMBOTIC INC CLASS A COM Industrials 1,600.0 $72K 0.00% +200.0 +14.3% $44.95 -10.2%
687 CRWV CALL COREWEAVE INC COM CL A Technology 600.0 $60K 0.00% +300.0 +100.0% $99.54 -4.1%
688 MIND TECHNOLOGY INC COM NEW 12,171.0 $57K 0.00% +441.0 +3.8% $4.72
689 OXSQ OXFORD SQUARE CAP CORP COM Financial Services 22,036.0 $29K +819.0 +3.9% $1.32 +8.7%
690 OKLO CALL OKLO INC COM CL A Utilities 500.0 $26K +400.0 +400.0% $52.33 -20.3%
691 NAK NORTHERN DYNASTY MINERALS LTD COM NEW Basic Materials 12,500.0 $24K +2K +25.0% $1.92 -18.5%
692 ATLASCLEAR HOLDINGS INC COM SHS 80,000.0 $16K +40K +100.0% $0.20
693 BMNR CALL BITMINE IMMERSION TECHS INC COM NEW Financial Services 500.0 $7K +200.0 +66.7% $13.31 +40.3%
Page 35 of 35  ·  693 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.2%
Financial Services 17.9%
Healthcare 9.2%
Industrials 8.7%
Consumer Cyclical 7.6%
Communication Services 7.4%
Consumer Defensive 5.2%
Energy 4.0%
Utilities 2.8%
Basic Materials 1.6%